W. Bailey Smith, Of Counsel

W. Bailey Smith graduated from Stanford University and the University of California, Hastings College of Law. After serving as an Agent in Counter-Intelligence in the United States Army, he practiced law as a Deputy District Attorney and then with a major Los Angeles law firm.

He has been certified as a Specialist in Estate Planning, Trust and Probate Law by the California Board of Legal Specialization. He has created more than 6,500 trusts for satisfied clients. He has taught estate and gift taxation, and lectured on tax savings throughout California. He has published a 52-page booklet titled “How to Plan Your Estate Today” and has recorded a 30-minute DVD describing estate planning. He has been quoted in the Wall Street Journal, the Reader’s Digest, the American Bar Association Journal, the Orange County Apartment Magazine, and the Orange County Lawyer. He was an adjunct professor at Long Beach State for ten years.

He is a member of the Orange Coast Estate Planning Council, the Trusts and Estates Section of the Orange County Bar Association, and the Trusts and Estates Section of the California Bar. With more than 40 years experience as an attorney, he specializes in wills, trusts, and probate in both Irvine and Long Beach, California.

Bailey was one of the founders of the “Aquathon” which is an annual walk & swim of 8 miles from Emerald Bay to the Ritz Carlton. Bailey has served on the Board of Directors for several different groups including the Orange County Estate Planning Council, the UCI Mind Advisory Board, the Back Bay Club, the Newport-Beach-Irvine Rotary Club, the Stanford Fund, and the Bailey Drug Company. He has also served as the President of two California charities.

EDUCATION

Standford University (B.A., 1965)

University of California, Hastings College of Law (J.D., 1969)

BAR ADMISSIONS

California, 1970

United States District Court, 1971

United States Supreme Court, 1972

Community Involvement

American Cancer Society

Arthritis Foundation

Boys & Girls Club of Santa Ana

Laguna Beach Art Museum

Laguna Playhouse

Lincoln Club

Newport Irvine Rotary Club

Orange County Baron’s League

Paul Harris Foundation

School Power/Laguna Beach Education Foundation

UCI Chancellor’s Club

UCI Mind Institute

Groups Spoken To

American Arthritis Association (Chairman of Annual Program)

American Heart Association

Cal State Fullerton, Business School

CLU Society of Bakersfield

Edward Jones Investments

Emerald Bay Community Association

Exit Coach Radio Show

Farmers & Merchants Bank

Glendale Federal Savings and Loan

Hoag Presbyterian Hospital

International Association of Financial Planners – National Convention in Atlanta, Georgia

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